Heritage Wealth Management (Ohio)’s MetLife MET Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Buy	3,241 +88	+3%	+$7.1K	0.07%	233
2026 Q1	$223K	Hold	3,153	–	–	0.11%	141
2025 Q4	$249K	Sell	3,153 -160	-5%	-$12.7K	0.07%	225
2025 Q3	$273K	Buy	3,313 +12	+0.4%	+$944	0.08%	201
2025 Q2	$265K	Hold	3,301	–	–	0.09%	196
2025 Q1	$265K	Sell	3,301 -170	-5%	-$14.1K	0.09%	197
2024 Q4	$284K	Hold	3,471	–	–	0.09%	189
2024 Q3	$286K	Hold	3,471	–	–	0.09%	189
2024 Q2	$241K	Buy	+3,471	New	+$248K	0.08%	199

Other funds holding MET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MET Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its MetLife (MET) stake by 2.8% in Q2 2026, buying an estimated $7.1K and bringing the position to 3,241 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #233.

Heritage Wealth Management (Ohio) first reported a position in MET in Q2 2024 and has held it in 9 quarters since. The position peaked at $286K in Q3 2024. 1,445 funds tracked by Wall St. Rank hold MET as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,241 shares of MetLife worth $274K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 88 MetLife shares in Q2 2026, an estimated $7.1K.
MetLife made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #233 holding.
Heritage Wealth Management (Ohio) first reported a position in MetLife in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s MetLife position peaked at $286K in Q3 2024.
1,445 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.